Experience

For more than 30 years, Glenn has been committed to always putting his clients' needs first. By taking a highly personalized approach, Glenn and his team have built an investment process that focuses on helping their clients reach their long-term growth objectives, maintain income and preserve capital.  Each client is unique as are their needs. 

Glenn began his career in 1983 with Shearson American Express.  He formed his business with Chris Malof in 1996, which continued with the firm and its predecessors until moving to UBS in 2015. Glenn earned his M.B.A. from the State University of New York at Buffalo and his B.S. degree from St. Lawrence University. Glenn holds Series 3, 7, 63 and 65 securities licenses.

Glenn's knowledge and focus on creating lasting relationships is mirrored in his team. He has a great sense of loyalty and drive that inspires his team members.

Glenn has been actively involved in the community over the years serving on a number of not-for-profits.  He is a past president of Holimont Ski Club in Ellicottville, NY and past owner of Camp Pathfinder, a boys summer camp in Algonquin Park, Ontario. Glenn and his wife, Kathy, have five adult children.

Chris has serviced high net worth and ultra-high net worth clients since 1994, helping them navigate complex financial decisions and generational family wealth management. He serves a select circle of families whose significant wealth creates ongoing and often complex considerations.

Chris and team offer clients a boutique firm experience that leverages the capabilities and resources of a leading global wealth manager to help them simplify life and spend more time pursuing what matters most to them. The team offers access to opportunities that go beyond day-to-day portfolio management, including next generation education programs, innovative philanthropic and legacy planning strategies, private foundations, and family office experiences that incorporate lifestyle services.

Chris received his Certified Investment Management Analyst certification, taught at the Wharton School of Business, in 2004. Chris also has an M.B.A. from Canisius College and a B.S. from the State University of New York College at Buffalo. 

The Arthurs Malof group currently has 15 associates and consults to over $3.8 billion in client assets (as of 11/12/2024).

Active in the community, he is currently on the Board of Trustees for Canisius College, the Past -President of the Greater Buffalo Youth Orchestra and ex-Board Member of the Buffalo State College Foundation. A native of Western New York, Chris and his wife have two children.

Playing competitive hockey and lacrosse at an early age gave Jay focus and discipline and taught him how to work on a team—invaluable traits he brought to UBS, which he joined in August 2015.

 Jay works with a small number of high net worth families and private family foundations. This select group allows him to service each client’s unique needs through careful and individualized portfolio management. Always striving to deliver on what he promises, Jay takes great satisfaction in earning his clients’ trust with prudent portfolio management that matches their objectives.

Jay began his career in financial services after graduating from Boston College in 1995. He and his wife, Jamie, have three children, Carter, Sebastian and Roman.  He enjoys spending time with his family outdoors, and playing hockey and other sports with his children.

Wyatt’s goal is to help his clients achieve their retirement goals by providing a total retirement strategy. This includes comprehensive asset and liability modeling that helps steer the right course through variable market conditions. As a Chartered Retirement Plans SpecialistSM focused on corporate retirement plans, Wyatt taps his extensive experience and training on understanding each client’s specific needs and objectives.

Wyatt started his career at Smith Barney in 2004, serving first as a coach for financial advisors on how to use the firm’s financial planning tools and eventually became an assistant branch manager. He joined the Arthurs Malof Group in 2009 as the team's dedicated Retirement Plan Consultant and is a CERTIFIED FINANCIAL™ PLANNER professional.  

Wyatt graduated from Hamilton College with a B.A. degree in public policy in 2004 and holds the Series 3, 7, 9, 10 and 66 securities licenses. He provides the same type of passionate commitment to his community as he does his clients, serving as a board member of the Algonquin Campership Fund, dedicated to providing tuition scholarships for children ages 7-15 to attend traditional canoe camping trips in Algonquin Park, Ontario.  Wyatt is a past President of the Financial Planning Counselors of Western New York, bringing local accountants, trust and estate attorneys, insurance professionals, and financial planners together in a collegial forum.

Jennifer began working in the industry in 1995 and has been part of the team since that time. She is a Financial Advisor, Director-Wealth Management at UBS and her skill at problem-solving makes her a great fit for this role.

Her main roles for the team, are handling operational issues and coordinating sales, setting business and manager meetings, as well as being heavily involved in business strategy.  Jennifer makes it a point to try to build strategies with all team members, so they may focus on the needs of their clients. She is also the point of contact for a select group of high net worth clients.

As a Certified Private Wealth Advisor® (CPWA®), Jennifer can provide advanced knowledge and strategy techniques to address the sophisticated needs of high-net-worth clients and their families.

Jennifer uses her experience and understanding of the wealth lifecycle – accumulation, preservation and distribution - to identify and analyze the unique challenges high-net-worth individuals face by considering strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

Jennifer graduated with a B.S. degree from SUNY Geneseo and holds the Series 7 and 63 securities licenses. Jennifer obtained her Certified Private Wealth Advisor® designation in 2018.  Out of the office, she is active in her community as a past Board Member for the March of Dimes and March for Babies Family Captain and Volunteer. She is also a former member of the Investment Committee for Every Person Influences Children (EPIC). Jennifer and her family live in East Amherst.

Pamela focuses on developing individualized plans for her high net worth clients that provide a complete range of solutions for everything from retirement goals to estate planning strategies. She is committed to ensuring that her clients meet the financial goals and objectives that will provide them with the security they seek from their portfolios.

Pamela began her career in financial services in 1989 at Shearson American Express, and for nearly 30 years has been with the Arthurs Malof Group providing clients with exceptional service.  She understands the importance of the “people” side of the business, and her special focus is on problem-solving and being available to her clients as a point of contact and reference.

Pamela holds the Series 7 and 63 securities licenses. She lives in Clarence, New York, with her husband, Guy. They have four adult children. Pamela is a member of the Vestry of Calvary Episcopal Church and participates regularly in the Susan G. Komen Race for the Cure.

Karyn entered the financial services industry in 1999 and has spent her entire career with the Arthurs Malof GroupKaryn’s focus is on high net worth individuals, family foundations and institutional clients, with a specialty in Taft-Hartley pension plan asset management for unions.  She is actively involved in the all aspects of these complex relationships.   Karyn focuses on building relationships with clients and their Certified Public Accountants, Third Party Administrators, attorneys, and office managers.  Establishing these relationships gives our clients the comfort and knowledge that there is an entire professional team working for their benefit.  Karyn is committed to proactively servicing these valuable relationships.

Karyn graduated from the University of Dayton with a B.S. degree in business administration and finance and holds the Series 7 and 63 securities licenses. She lives in East Aurora, New York with her husband, David, and their two children, Michael and Madelyn.

James’ interest in the financial sector began early—he bought his first stock when he was ten years old and started helping to manage money for friends and family members while still in high school. He began working in the financial services industry in 2008, and specializes in trading, investment research and portfolio management for the team.

Acquiring new knowledge is a key focus for James. He regularly attends industry conferences, which gives him the opportunity to network with market makers and investment strategists. His research and experience make him superbly knowledgeable when it comes to assisting clients in all aspects of their financial life. He especially enjoys helping to educate clients on the intricacies of exchange traded funds (ETFs), money managers and specific equities.

James graduated from Babson College with a B.S. degree in business, with a specialty in finance and investments. He earned his M.S. degree in accountancy from the University of Virginia. He holds the Series 7, 31, and 63 securities licenses and is a Certified Portfolio Manager® (CPM) and a Certified Public Accountant (CPA) in New York and Massachusetts. He enjoys spending time with his wife and children, and being outdoors playing golf, gardening and coaching.

Jamie joined our team in April 2019. He began in the financial services business in 2012. Jamie focuses on comprehensive wealth management for business owners, executives and retirees across the United States. Jamie works closely with clients developing customized wealth management and financial planning strategies.

He has earned the Certified Exit Planning Advisor (CEPA) designation. The Certified Exit Planning Advisor program was specifically designed for business advisors who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology

Prior to entering the financial services industry, Jamie competed as a professional golfer on various mini tours throughout the United States, Canada and Mexico including the PGA Tour Canada. He is a graduate of Augusta State University (GA) where he earned a B.B.A. in Finance and where he was a team leader on its Division I golf team. He is an active amateur golfer throughout the United States and volunteers for various golf associations and not for profits in the community. He currently serves on the Executive Committee as a board member and the President of the New York State Golf Association.  He is a former president and current board member of the Buffalo District Golf Association. He is also a board member at Pursue Your It Foundation, the PGA Reach of Western New York Foundation, Children’s Hospital of Buffalo Foundation, the Live Like Luca Foundation and the First Tee of Western New York.  Jamie is from Silver Creek, NY and is an avid Buffalo sports fan.  Jamie and his wife Candice live in Orchard Park, NY with their children Georgia, Lane and Knox as well as their French Bulldogs, Howard Hughes and Sausage.

Connie focuses on building strong relationships with high net-worth clients.  In addition to servicing the multiple day-to-day client requests, she has considerable knowledge of lending and retirement products. 

Connie began her career in financial services in 2005 with the Arthurs Malof Group.  She previously worked for an accounting firm and a local bank prior to joining the team. She graduated from Hilbert College and holds Series 7 and 63 security licenses. Connie enjoys reading as well as a number of athletic activities. She is an avid cyclist and loves spending time with her two daughters, Shannon and Natalie.

For the Arthurs Malof Group, Jennifer services various Foundations and a number of high-net worth clients. After a number of years in the banking industry, she began working in the financial services industry in 2001 and joined UBS in 2015.

Jennifer graduated from Buffalo State College with a B.S. degree in business administration with a concentration in marketing.  She holds the Series 7 and 63 securities licenses. Jennifer supports local community charities and enjoys traveling, as well as spending time with family and friends.

Whit first joined UBS in 2015 after spending two summer internships with the company during college. He has earned The Chartered SRI Counselor™ (CSRIC™) professional designation.  The CSRIC™ designation is the first major financial credential dedicated specifically to sustainable investing.  He enjoys being part of a large team that provides a variety of services to a diverse client base.

Whit has long been interested in economics, mathematics, finance and business, so it comes as no surprise that his special area of focus is trading, an area that presents new opportunities and new challenges every day.

Whit attended Buffalo’s Canisius High School and graduated from Wake Forest University in 2015 with a B.A. degree in economics. He enjoys playing sports, including hockey, squash, skiing and sailing.

Leveraging the outstanding resources and tools available to the UBS teams, Jeffrey helps develop customized asset allocations and investment strategies for clients as well as accurate and timely business analytics. He appreciates the team's strong sense of continuity and focus on each client’s specific needs and preferences. Jeffrey is grateful for working with such an experienced team that has navigated all types of market conditions.

Prior to joining UBS as a Wealth Strategy Associate in 2017, Jeffrey worked for various insurance and reinsurance companies. He graduated from Western Connecticut State University with a B.A. degree in communications in 2002. He serves as President of the Sunset Homeowners' Association in Ellicottville, and enjoys spending time with his wife, Lindsay, and their three children.

Cassandra is the direct assistant to Managing Director Glenn Arthurs, and her primary focus lies in helping him to better concentrate on the needs of his clients.

She started her career in the sports industry as a swim coach, aquatic director and small business manager. Each position provided experience that has prepared her for the role of an executive assistant, which requires both careful attention to detail and strong outward-facing skills.

Cassandra has a B.S. degree in sports management from SUNY Fredonia and an M.S. degree in sports administration from Canisius College. A native of western New York, she loves hiking with her daughter and spending time with family and friends in the Buffalo area.